SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,587,568 | -3.9% | 86,614 | +1.7% | 0.40% | -1.2% |
| Q2 2023 | $3,731,531 | +10.1% | 85,195 | +5.4% | 0.41% | +4.6% |
| Q1 2023 | $3,388,445 | +3.0% | 80,812 | -0.5% | 0.39% | -10.2% |
| Q4 2022 | $3,290,159 | +10.7% | 81,218 | +3.3% | 0.43% | +0.7% |
| Q3 2022 | $2,973,000 | +1.7% | 78,648 | +4.9% | 0.43% | +7.0% |
| Q2 2022 | $2,922,000 | -25.8% | 74,942 | +94.9% | 0.40% | -6.3% |
| Q4 2021 | $3,937,000 | +3.7% | 38,443 | +1.4% | 0.43% | -17.7% |
| Q3 2021 | $3,795,000 | +37.5% | 37,915 | -1.6% | 0.52% | -29.9% |
| Q2 2019 | $2,761,000 | +339.6% | 38,512 | +366.8% | 0.74% | +241.9% |
| Q3 2018 | $628,000 | – | 8,250 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 231,597 | $14,053,000 | 13.94% |
| TD Ameritrade Trust Co | 500,855 | $30,392,000 | 12.72% |
| B & T Capital Management DBA Alpha Capital Management | 375,703 | $22,798,000 | 10.67% |
| MONEYWISE, INC. | 172,243 | $10,452,000 | 9.91% |
| MARSHALL FINANCIAL GROUP INC /ADV | 163,016 | $9,892,000 | 9.37% |
| PIERSHALE FINANCIAL GROUP, INC. | 243,277 | $14,762,000 | 8.96% |
| Sharkey, Howes & Javer | 223,524 | $13,563,000 | 8.83% |
| Tradewinds Capital Management, LLC | 269,059 | $16,327,000 | 8.03% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 164,831 | $10,002,000 | 7.92% |
| Gemmer Asset Management LLC | 402,935 | $24,450,000 | 7.54% |